+1,106.1%
MUU vs MSTR
-36.9%
+1,143.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +1.0% | -0.8% |
| 7D | -32.5% | -10.7% | -21.7% | -27.7% |
| 30D | -55.2% | -21.6% | -33.7% | -48.7% |
| 3M | -40.7% | +24.4% | -65.1% | -47.2% |
| 6M | -43.9% | -35.5% | -8.5% | -31.7% |
| YTD | +203.2% | -20.3% | +223.5% | +223.2% |
| 1Y | +257.0% | -49.3% | +306.3% | +375.5% |
| All | +1,106.1% | -36.9% | +1,143.0% | +1,438.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MSTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling